AdvisorCensus / Financial advisors / Florida / Orlando / LDN Wealth, LLC
LDN Wealth, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is LDN Wealth, LLC compensated?
On its Form ADV (Item 5.E, October 2026), LDN Wealth, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.
Where is LDN Wealth, LLC located?
LDN Wealth, LLC's principal office is in Orlando, FL, according to its Form ADV.
Is LDN Wealth, LLC registered with the SEC or a state?
LDN Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 175348.
What types of clients does LDN Wealth, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202); high net worth individuals (69).
Does LDN Wealth, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175348
What changed in LDN Wealth, LLC's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Registered or notice-filed in NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated February 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
16 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in NH.
- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. LDN Wealth, LLC (CRD 175348): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ldn-wealth-llc-orlando-fl-175348